+289.3%
SMH vs NVD
-99.2%
+388.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.9% | -1.8% | +0.7% |
| 7D | +4.3% | +0.5% | +3.8% | +4.5% |
| 30D | +0.9% | -9.3% | +10.1% | -1.0% |
| 3M | -2.8% | -22.1% | +19.3% | -6.6% |
| 6M | +45.6% | -45.8% | +91.4% | +29.1% |
| YTD | +59.5% | -46.7% | +106.2% | +43.6% |
| 1Y | +93.4% | -59.5% | +152.9% | +65.5% |
| 3Y | +287.1% | -99.2% | +386.3% | +51.4% |
| All | +289.3% | -99.2% | +388.5% | +52.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded NVD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling